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Average of all reviews

24

Reviews

Total number of reviews

Reviewer opinions

100%

80%

60%

40%

20%

Communication

Knowledge & Expertise

Customer Care

Would recommend to others

About me

Sofie Korac (F Fin) is a qualified financial adviser and an authorised representative (no. 400164) of MyPlanner Professional Services Pty Ltd (AFSL 425542). Sofie is a member of the Association of Financial Advisers and a Fellow of the Financial Services Institute of Australasia.

Sofie was born in Australia to non-English speaking parents. Her parents worked very hard to pay off their home and provide for their family. She learnt from her parents the value of working hard and saving.

After Sofie completed her Higher School Certificate, she took off 2 years to work and travel while deciding what sort of career she would like to pursue. She originally wanted to pursue a career in ballet but knee and ankle problems prevented her from making dance a formal career. Her other interest was nutrition and economics.

After completing a Bachelor of Applied Science (Home Economics) in 1986, Sofie worked in the food industry for 8 years, including 5 years at CSIRO in a research role. Sofie had published four research papers and moved from food research into marketing research in 1995. Sofie spent the next 10 years researching and analysing consumer opinions on numerous topics including food and beverage products, financial services, pharmaceutical products and mental health issues. Sofie had also started investing in the stock market in 1996 through the help of a stock broker and doing her own research. She used part of her profits to buy a unit in 1999 in a quite ordinary suburb of Sydney but which is now quite trendy.

During 2004 Sofie took some time off work to consider her career path. She wanted to work with individuals and families rather than large corporate companies. Because of her personal experience in successful investing, she was encouraged by her friends to look at a career in the finance world. After much research and contemplation Sofie decided on a career in the financial planning profession.

Sofie completed the Graduate Diploma of Financial Planning from the Financial Services Institute of Australasia (FINSIA) in 2008 and is a member of the Association of Financial Advisers (AFA) and Fellow of FINSIA. As a member of these organisations, Sofie is bound by their Code of Ethics and observes the highest levels of professional conduct and follows the core values of trust, integrity, honesty and respect.

AFA Code of Ethics:

Act in the best interest of my clients to extend their financial life and abide by the laws and regulations under which I conduct business.

Strive to achieve the highest standards of professional competence by maintaining and improving my knowledge and skills.

Hold in strictest confidence and consider privileged, all business and personal information pertaining to my clients’ affairs.

Present accurately, honestly and completely, every fact known to me which is essential to my clients’ decision making.

Use all ethical means to educate my clients about their present and future financial needs.

To provide an appropriate level of service to my clients and their beneficiaries.

Maintain high standards of personal and professional conduct to reflect favourably upon the profession of Financial Adviser and serve as an example to others.

Sofie has been developing and implementing financial plans for 14 years and has 20+ years of personal investment experience. She has helped individuals and families from all walks of life to build and protect their wealth and assisted others to transition into a comfortable retirement. Sofie knows how hard it is to start from nothing and then want to protect what one has built up.

Sofie is married to Anthony and helping to raise their son. She understands the many roles women have and the need to juggle family and career and finding the right balance. Her passion is to help empower women and families to become financially independent.

Authored by me:

Reviews

4.8

out of 5 stars

15

8

1

0

0

Jim

65+ years old

5

"Sofie has been very helpful to my wife and myself in the first stages of our retirement. She has responded to any of our queries our concerns promptly and with great insight."

09 Apr 2018

details

Margaret

65+ years old

5

"I found Sofie to be a very caring and knowledgeable person. Nothing was a problem to her and she always responded to questions very quickly and would explain in a manner in which could be understood. She has our best interests at heart and we really appreciate her for all her advise and help. "

09 Apr 2018

details

Larissa

46-55 years old

5

"Sofie is caring, professional, focussed, personable, well-researched and resourceful, and really took the time to understand my needs fully before providing advice.
She is amazingly helpful, and explained everything so well and provided great clarity on all possible options to achieve my objectives.
I would highly recommend Sofie, as I now have confidence that my financial future is in great hands.
"

23 Aug 2017

details

Tony

46-55 years old

5

"Being self-employed I needed help with my super, insurances and investment advice. Sofie's expertise has helped me greatly to build up my super with different investment options that are working very well and reduced my tax. Her advise has been invaluable and I highly recommend Sofie to any self-employed people who need financial advice. "

06 Aug 2017

details

Yish

46-55 years old

4.69

"I have worked with Sofie for a number of years after I was given a recommendation to move to her on my outgoing advisers retirement, I have used sofie since and am very happy with her services."

27 Jan 2016

details

John

65+ years old

4.69

"Very professional and helpful with caring pleasant manner and good disposition and good knowledge of subject matter"

22 Jan 2016

details

My Expertise

Aged Care

Budgeting

Government Assistance

Growing Assets

Insurance & Protection

Margin Lending

Retirement Planning

Self Managed Super Funds

Small Business Advice

Socially Responsible Investments

Superannuation

Tax Strategies

Wills & Estate

Key information

Adviser rating

Platinum

Years Experience

8 Years

Highest qualification

Graduate Diploma in Financial Planning

Industry Memberships

2 total

Address

Ground Floor 810 Pacific HighwayGordon, NSW, 2072

Location

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I'm committed to providing quality service and meeting your needs.

Ownership Structure

Company

Prudentia Financial Planning

Licensee
Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your adviser requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee

Top skills rated by customers

Jim

"Sofie has been very helpful to my wife and myself in the first stages of our retirement. She has responded to any of our queries our concerns promptly and with great insight."

09 Apr 2018

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Margaret

65+ years old

5

"I found Sofie to be a very caring and knowledgeable person. Nothing was a problem to her and she always responded to questions very quickly and would explain in a manner in which could be understood. She has our best interests at heart and we really appreciate her for all her advise and help. "

09 Apr 2018

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Larissa

46-55 years old

5

"Sofie is caring, professional, focussed, personable, well-researched and resourceful, and really took the time to understand my needs fully before providing advice.
She is amazingly helpful, and explained everything so well and provided great clarity on all possible options to achieve my objectives.
I would highly recommend Sofie, as I now have confidence that my financial future is in great hands.
"

23 Aug 2017

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Tony

46-55 years old

5

"Being self-employed I needed help with my super, insurances and investment advice. Sofie's expertise has helped me greatly to build up my super with different investment options that are working very well and reduced my tax. Her advise has been invaluable and I highly recommend Sofie to any self-employed people who need financial advice. "

06 Aug 2017

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Yish

46-55 years old

4.69

"I have worked with Sofie for a number of years after I was given a recommendation to move to her on my outgoing advisers retirement, I have used sofie since and am very happy with her services."

27 Jan 2016

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

John

65+ years old

4.69

"Very professional and helpful with caring pleasant manner and good disposition and good knowledge of subject matter"

22 Jan 2016

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Warwick

65+ years old

5

"Sofie keeps me updated in the areas of interest to me, and we review my situation at appropriate times, given approaching retirement."

21 Jan 2016

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Jim

56-65 years old

5

"Sofie provides advice with diligence and care. I had no hesitation in recommending Sofie to my sister who was having some problems with her existing financial planner."

17 Jan 2016

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Leo

65+ years old

4.69

"I willingly recommend Sofie as a most competent adviser.She impresses me with her willingness to increase her knowledge of the rapidly changing investment environment.She is most friendy,courteous and reliable."

16 Jan 2016

details

Customer opinions

Communication

Knowledge & Expertise

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Recommendation

Dan

65+ years old

4.69

" "

16 Jan 2016

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Lesleigh

46-55 years old

5

"Sofie is very proactive in her management of our investments and clear in her advice. This gives us peace of mind. Happy to recommend her to future clients."

16 Jan 2016

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Anne

56-65 years old

5

"Sofie is very helpful and I trust her advice. She is always approachable and professional. "

15 Jan 2016

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Gay

65+ years old

5

"Sofie is very personable. She makes the meetings we have easy to understand. I never could understand finance but since being with Sofie our annual meetings are welcomed by me as they no longer are a tiresome chore.. For the first time in my life Im starting to understand investment thanks to Sofie."

15 Jan 2016

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Matthew

35-45 years old

5

"I always receive great advice from Sofie and she always responds quickly. I feel she has a great understanding of her industry and is up to date with current market trends. I really feel she takes the time to look after my interests as an individual. "

15 Jan 2016

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Doreen

56-65 years old

5

"Sofie has been amazingly helpful to me and my family in so many financial areas. I feel that she has always been completely honest, very upfront about fees and advice, knowledgable and always willing to do the research. I wouldn't be in the secure position I am today without the help she has provided to me over quite a few years now."

15 Jan 2016

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

David

56-65 years old

4.69

"Always looking at ways to maximise my returns on Super funds.
Gives detailed explanation on any changes that she recommends.
Looks at all options to limit tax.
"

15 Jan 2016

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Laurene

65+ years old

4.69

"I feel fully confident in Sofie's professional advice and expertise. Sofie explains herself clearly and patiently and I am impressed with the personal attention she gives to my portfolio. "

15 Jan 2016

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

WTL

65+ years old

3.75

"A pleasant and capable lady. Tries to keep me imnformed at all times."

15 Jan 2016

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Beverley

65+ years old

5

"Sofie has a very pleasing manner, keeps her knowledge up to date, and in regular contact with necessary information.
She was most impressive in making immediate contact with me when she was unaware I had made a change, and wanted to ensure it was not a fraudulent transaction."

15 Jan 2016

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Brian

65+ years old

4.38

"Sofie knows her stuff; she is easy to talk to and she always has the time to deal with any matters I want to discuss. She is sympathetic to my needs. "

15 Jan 2016

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Trent

35-45 years old

4.69

"Sofie is just the right mix of advise and managing my ideas for the professional relationship to work."

15 Jan 2016

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Nick

35-45 years old

5

"Sofie has been great. Knowledgable, responsive and fairly priced"

15 Jan 2016

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Julian

65+ years old

5

"Sofie is open and a breath of fresh air in the obscure and secretive world of savings and superannuation. Sha is always looking to improve her knowledge to the benefit of clients."

15 Jan 2016

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Chris

Under 35 years old

5

"Sofie is a great advisor. She has explained everything to me really well so that I feel I know what I'm doing and that the decisions she helps me make are going to be the right ones."

20 Nov 2015

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

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Aged Care

Borrowing

Budgeting

Cashflow & Income

Complex Investments

Defence Industry

Expat Finance

Government Assistance

Growing Assets

Insurance & Protection

Managing Debt

Margin Lending

Medical Industry

Property Investment

Retirement Planning

Self Managed Super Funds

Shares & Investments

Small Business Advice

Socially Responsible Investments

Superannuation

Tax Strategies

Wills & Estate

Women's Finance

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